QuickBooks Online Cleanup, Catch-Up & Monthly Bookkeeping

Small business bookkeeping based in Atlanta, GA · Helping businesses nationwide

FulCharB
[ ful-char-bo ]noun

Full Charge Bookkeeping:

Taking responsibility for the complete accounting cycle — from recording transactions and reconciling accounts to managing A/R, A/P, payroll oversight, sales tax compliance, and producing clear financial reports.

See also: accurate books, organized finances, stronger decisions.

THE FULCHARBO DEFINITION

At FulCharBo, we help small business owners clean up, catch up, or set up your QuickBooks Online so your books are accurate and reliable. Then we keep them that way with ongoing monthly bookkeeping and the financial support services your business needs to grow with confidence.

1. CLEANUP, CATCH-UP & SETUP
CLEAN UP CATCH UP SET UP

CLEAN UP

Fix errors. Organize. Bring order to your books.

CATCH UP

Get your books up to date and accurate.

SET UP

Set up QuickBooks the right way for long-term success.

2. ONGOING MONTHLY BOOKKEEPING

DOWNLOAD TRANSACTIONS

Securely download bank and credit card transactions.

CATEGORIZE TRANSACTIONS

Accurately categorize all transactions.

RECONCILE ACCOUNTS

Reconcile all bank and credit card accounts.

FINANCIAL REPORTS

Produce primary financial reports you can rely on.

PRIMARY FINANCIAL REPORTS
Profit & Loss Balance Sheet A/R Aging A/P Aging
3. FINANCIAL SUPPORT SERVICES

ACCOUNTS RECEIVABLE (A/R)

Invoicing, collections, and cash flow support.

ACCOUNTS PAYABLE (A/P)

Bill pay, vendor management, and more.

PAYROLL SETUP & OVERSIGHT

Set up right and reconciled in your books every run — your team (or your provider) runs payroll, we keep it accurate. We're not your payroll processor.

SALES TAX COMPLIANCE

Track, calculate, and file with confidence.

FINANCIAL REPORTING

Custom reports and insights for better business decisions.

ADVISORY SOLUTIONS

Budgeting, forecasting, KPI tracking, and decision-support reporting.

Certified QuickBooks
ProAdvisor Level II
QuickBooks
Online Specialists
QBO Specialists
Cleanup
Projects
Monthly
Bookkeeping
20+ YEARS
FINANCIAL EXPERIENCE
20+ Years Experience
Intuit Certified Bookkeeping Professional badge QuickBooks ProAdvisor Level I certification badge QuickBooks ProAdvisor Level II certification badge QuickBooks Payroll ProAdvisor badge Intuit QuickBooks Certified ProAdvisor Gold badge

What Is Your Current Situation?

These are the common bookkeeping and reporting problems many growing businesses run into. See which ones sound familiar.

Your Books & Reports

  • Your numbers are always behind.
  • The balance in QuickBooks doesn't match the bank.
  • Reports exist, but nobody uses them to make decisions.

CPA & Tax Problems

  • Your CPA is constantly asking for cleaner records.
  • You're not sure your books are actually tax-ready.
  • Surprise tax bills keep showing up.

Money Slipping Through the Cracks

  • Unpaid invoices and missed charges add up.
  • You can't see where cash is really going.
  • Money is leaking out without anyone noticing.

Cleanup & Catch-Up Problems

  • Months (or years) of books need catching up.
  • Past mistakes were never properly fixed.
  • You need a clean starting point you can trust.

Time & Overwhelm

  • Bookkeeping eats your nights and weekends.
  • It always feels behind and never truly done.
  • You're doing the books instead of running the business.

Payroll & Compliance

  • Payroll and sales tax deadlines sneak up on you.
  • Staying compliant feels like a moving target.
  • You're worried something's being filed wrong.

Most businesses don't realize how much bookkeeping problems affect decisions, taxes, cash flow, and growth — until the problems start piling up.

Get My Snapshot Score
Books That Build Process™

How Working Together Looks

Wherever you start, your books have a Score from 0 to 10. Our whole job is to move it up, hold it there, and help you learn how to profit from them. Here's how that works, step by step.

1

Discovery: Get Your Discovery Score (free)

SCORE— /10your gut check

Answer the 6 quick questions and run the cost calculator above. In about 60 seconds you get your Discovery Score and a dollar figure on what messy books may be costing you. No email needed to see your number.

2

Snapshot: Get Your Snapshot Score (free · 72 hours)

SCORE5 /10your real starting point

We start with a free 15-minute call. Then, only when you're comfortable, you grant secure read-only access to your QuickBooks. Within 72 hours we build your Snapshot and give you your file-verified Snapshot Score — plus at least one real problem we found, with the actual dollar amount it's costing you. The Snapshot is built right inside your own QuickBooks — so it's yours to keep and re-run anytime, over and over, even if we never work together.

3

Diagnostic: Get Your Diagnostic Score (paid · money-back guaranteed)

SCORE5 /10graded area by area

Your Snapshot gave you the high-level read — roughly where you stand and one problem we spotted. The Diagnostic is the detailed version: we go area by area — reconciliations, clearing accounts, balance sheet, P&L, tax tie-out — score each on a 0–10 scale, tie every finding to its source document, and hand you a fixed price to fix it. It's the difference between knowing something's off and knowing exactly what's wrong, where, and what it'll cost to make right. Money-back guaranteed.

4

Cleanup: Watch Your Score Climb (paid)

SCORE5 → 9climbing

We fix everything the Diagnostic found — match every account to the bank, clear out the catch-all accounts, sort income and costs the right way, correct opening balances, handle 1099s. Your Score climbs from where it started toward a 9+. We finish with a 60-minute handoff so you actually understand your numbers, not just that they're fixed.

5

Monthly: Hold Your Score (ongoing)

SCORE9 /10held

Books closed by the 15th, with a Profit & Loss and Balance Sheet you can trust. Monthly bookkeeping holds your Score every month so the books never drift back — reconciled, categorized, and current.

6

Advisory: Put Your Score to Work (ongoing)

SCORE9+ /10working for you

Once your books are clean and held, the numbers turn into decisions. We add KPI tracking, budgeting, and forecasting — so your Score isn't just maintained, it's working for you: which parts of the business make money, where cash is going, and what to do next.

Scores shown are an example of a typical climb — your real numbers come from your Snapshot and Diagnostic.

READY TO FIX YOUR BOOKS?

Start with a free 15-minute call — or see a real Snapshot sample first. Either way, you'll walk away knowing your Snapshot Score. No pitch, no pressure.

Schedule a free 15-minute call

We answer your questions and walk you through exactly how the free Snapshot works — and how you'll get your Snapshot Score. You stay in control the whole way.

See a real Snapshot sample

See exactly what your Snapshot Report looks like — the same file-based read we run on your books, with your Snapshot Score — sent straight to your inbox.

QUESTIONS, ANSWERED

Frequently Asked Questions

How much does a QuickBooks cleanup cost?

It depends on how far behind you are and how complex your books are, so we don't guess at it. Your free Snapshot gives you a high-level read, and the paid Diagnostic sets the exact, fixed price to fix it — and the Diagnostic is money-back guaranteed. As a rough range, cleanups run from a few hundred dollars to several thousand, and monthly bookkeeping starts at $300/mo. You'll always know the number before any work begins.

How long does a books cleanup take?

Most cleanups land anywhere from a few weeks to a couple of months, depending on how many months — or years — we're catching up and how complex the file is. Your Diagnostic scopes the timeline up front, so you're not left guessing, and you'll watch your Score climb as we go.

Do you run my payroll?

No — and that's by design. We handle payroll Setup & Oversight: we set it up right, keep it accurate and reconciled in your books, and track the payroll taxes and liabilities. Your own team — or your payroll provider, like Gusto, QuickBooks Payroll, or ADP — runs each payroll on your schedule. We're not your payroll processor or your HR department; we're the ones who make sure it lands clean in your books.

What if I'm months — or years — behind?

That's exactly what we do, and there's no judgment. Being behind is the most common reason owners call us. We catch you up, fix what was never done right, and give you a clean starting point you can trust — then keep it that way with monthly bookkeeping.

Do you work directly with my CPA or tax preparer?

Yes. We talk to your CPA directly so you're not stuck playing telephone, and we make sure your books are tax-ready — reconciled, categorized, and tied to source documents — so tax season is calm instead of a scramble.

How do you access my QuickBooks, and is my data secure?

You grant secure, read-only access to your QuickBooks Online, and only when you're comfortable. We work inside your own file, so your data stays yours — and the Snapshot report we build lives right in your QuickBooks for you to keep and re-run anytime.

What's the difference between the Snapshot and the Diagnostic?

The Snapshot is the high-level read — a free, file-verified look at roughly where your books stand, plus one real problem we spot. The Diagnostic is the detailed version: we go area by area, tie each finding to its source document, and hand you a fixed price to fix it. Put simply, the Snapshot tells you something's off; the Diagnostic tells you exactly what, where, and what it costs to make right.

How do I get started?

Start with your free Discovery Score — answer six quick questions and run the cost calculator to see where you stand in about 60 seconds, no email needed. From there it's a free 15-minute call, then your free Snapshot. Every step shows you value before you spend a dime.

Still have questions? The fastest answer is your own number — see where your books stand in about 60 seconds, no email needed.

FulCharBo

Strong Books. Stronger Decisions.

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